OSC is a second generation, family-owned and operated company and it shows in everything we do. As a client, you are an extension of our family. We are deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth, and discipline of a much larger one.
As fully independent advisors, our mission is to provide investment management and financial planning in a transparent, listen-first approach. We have maintained our independence for over 50 years, evolving our strategies to help you accomplish your life goals.
As fiduciaries, we put our clients’ needs ahead of our own. We go above and beyond the standard by educating and empowering our clients with all strategic options.
- A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust.
What Sets Us Apart
Our Core Values
Inspired & Inspiring
Collaboration / Teamwork
Meet the Team
Chad Bearden, MBA, AAMS
Wealth Manager, Internal Portfolio Analyst
David Beck, AIF
Sr. Wealth Manager
Sr. Client Experience Professional
Shane D. Dir, AIF, CPFA
Sr. Wealth Manager, CEO
Ron Elzig, AIF
Sr. Wealth Manager, Managing Director
Director of Client Service Operations
Client Experience Professional
Director of Retirement Plan Operations
Andrew Turner, CPFA